LSC
FT

Logan Stone Capital’s Franklin Universal Trust FT Stock Holding History

Logan Stone Capital’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,115
Closed -$91.6K – 127
2024
Q3 		$91.6K Buy
+12,115
New +$86.5K 0.02% 129

Other funds holding FT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Logan Stone Capital's FT Position: Q4 2024 in Review

Logan Stone Capital sold out of Franklin Universal Trust (FT) in Q4 2024, closing a stake of 12,115 shares — an estimated $91.6K sold.

Logan Stone Capital first reported a position in FT in Q3 2024 and held it in 1 quarter. The position peaked at $91.6K in Q3 2024. 47 funds tracked by Wall St. Rank hold FT as of Q4 2024.

  • Logan Stone Capital reported no remaining Franklin Universal Trust position as of Q4 2024 after selling out during the quarter.
  • Logan Stone Capital sold 12,115 Franklin Universal Trust shares in Q4 2024, an estimated $91.6K.
  • Logan Stone Capital first reported a position in Franklin Universal Trust in Q3 2024 and held it in 1 quarter.
  • Logan Stone Capital's Franklin Universal Trust position peaked at $91.6K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2024.

Based on Logan Stone Capital's 13F filing for Q4 2024, filed 14 Feb 2025.